Senior Financial Analyst, Insurance Operations

California Dental Association; United States; Remote; USD 120,000 - 125,000; Full time

Benefits offered by this job

Remote work

PTO + Holidays

Medical/Dental/Vision

401(k) plan

Parental leave

Wellness programs

Professional development

EAP

Job summary

The California Dental Association is seeking a Senior Financial Analyst, Insurance Operations, to serve as a finance partner ensuring regulatory compliance for TDIC and related entities. You will prepare quarterly and annual reports, coordinate with third parties, and support insurance loss reserves analysis.

This remote-first role requires Pacific Time Zone residency and offers exposure across finance, operations, and regulators, with leadership in regulatory filings and treasury coordination.

Qualifications

• Bachelor’s degree in Accounting or Finance.
• Minimum of four years of experience in Finance or Accounting.
• Proficient in data extraction/reporting and GAAP accounting policies.

Responsibilities

• Lead regulatory reporting including annual and quarterly statements.
• Coordinate with third parties to support treasury functions and reporting.
• Ensure compliance with state filing requirements and audits.
• Maintain regulatory compliance calendar for the organization.
• Collaborate with underwriting, claims, finance and external vendors.

Skills

Advanced Excel

GAAP knowledge

Financial analysis

Regulatory reporting

Data extraction

Education

Bachelor's degree in Accounting or Finance

MBA or CPA preferred

Tools

Lawson

Crystal Reports

Prophix

SQL

Job description

Job Title

Senior Financial Analyst, Insurance Operations

Pay Information

Exempt - $120,000- $125,000per year

Location

Remote first work environment
Must be in the Pacific time zone

TheSenior Financial Analyst, Insurance Operationsis afinance partnerof The Dentists Insurance Company,responsibleforensuring the adherence to regulatoryand compliance requirementsof the California Department of Insurance and various other regulatory agencies.This positionpreparesquarterly and annualfinancial reports,regulatory filings,and works with third parties tofacilitatethe estimation and analysis of insurance loss reserves, ensure adequate reinsurance coverage, and track and administer insurer investments.This roleexercises significant judgement and critical thinking in the preparation of complex filings,has high visibilityacross the organization,andis a key liaison betweenfinance,operational departments, andexternalvendors and regulators.

Universal Competencies

• Collaboration:Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries.


• Service:Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.


• Respect:Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input,experienceandexpertise.

Essential Competencies

• Problem Solving:Applies analysis, creativity,resilienceand logic to reachoptimaloutcomes; develops & implements solutions.


• Approachability: Isconsistently approachable, open to feedback and truthful; builds trust and authentic professional relationships.


• Adaptability: Appropriately adapts behavior to changing conditions and business needs;modifiesapproach to succeed with new situations and timelines.

How the Controller contributes

• Works independentlyandin collaboration with underwriting, claims, sales,financeand external vendorsto ensure theaccurateandtimelycompletion of regulatory and compliance activities.


• Leads regulatory reporting activities including annual and quarterly statements for insurance compliance, A.M. Best reporting, state filing requirements, and state audits.


• Stays current with state and NAIC regulatory reporting requirements, ensuring processes and reporting meet relevant requirements. Researches reporting guidance for new business activities and makes recommendationsto ensure compliance.


• Coordinates with third parties to support treasury functions, ensures statutory deposit holdings comply with state requirements and prepares reporting to support investment and statutory deposit holdings.


• Coordinates with external actuary to ensure timely response to complex data requests and support annual actuarial and rate analyses.


• Coordinates with reinsurance broker to support annual reinsurance renewal, ensure timely response to data requests, timely submission of reimbursement invoices and year end premium true-up. Supports ongoing analysis and assessment of the effectiveness of the overall program.


• Oversees the planning and maintenance of the financial compliance calendar for the organization.


• Leads and oversees the triennial Department of Insurance financial examination.


• Administers compliance software and drives innovative and effective use of software to increase efficiency,accuracy and timeliness of regulatory and compliance filings.


• Replies to Department of Insurance and other third-party requests.

Non-Essential Functions

• Assist with related special projects as needed.


• Perform other duties as assigned.

Minimum Qualifications

• Bachelor’s degree (B.A.), preferably in Accounting or Finance.


• Minimum of four years of experience in Finance or Accounting.


• Demonstrated ability to effectively administer reporting as it pertains to enterprise system data,includingGL, budgets, and business intelligence interfaces.


• Proficient in data extraction/reporting.


• Advanced Excel (including arrays,vlookup, pivot tables, charts).


• Comprehensive knowledge of GAAP accounting policies and procedures

Preferred Qualifications

• MBA or CPA preferred.


• Lawson general ledger system and/or Crystal Reports experience.


• Annual Statement reporting software experience preferred.


• Experience with the following programs: Prophix, Lawson, Guidewire,SQLor Crystal Reports


• Understanding of statutory and GAAP accounting principles andable to conduct relevant research.


• Excels at forward-facing interactions and developing key relationships across all levels within the organization.


• Demonstrated ability to communicate complex information effectively to both technical and non-technical audiences across the organization.


• Excellent written and oral communication skills.


• Commitment to excellence andhigh standards.


• Ability to manage priorities and workflow with minimal supervision.


• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.


• Ability to work with all levels of management.


• Keen attention to detail.


• Ability to work independently and as a member of various teams and committees.

Working Conditions

Occasionally (1-33%) Frequently (34-66%) Constantly (67-100%)

• Constantly reviewing and analyzing data on a computer screen and physical documents.


• Frequently maintains a stationary position.


• Occasionally moves around the office to access file cabinets, office machinery, etc.

Who we are

The California Dental Association is a membership organization thatrepresents27,000 of the state’s best and brightest dental professionalsandchampionsthe oral health of the communities they serve.As the largest state dental association in the U.S., CDAdelivers remarkableadvocacyinitiatives,fierceprotection, innovativeeducationand expert guidancetoourmembers.Founded in 1870,CDAhas innovated and grown into afamily of companiesthatincludesthe association, The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, RotundaPartnersand the CDA Foundation.

The largest of our subsidiaries, TDIC, is an insurance company founded in 1980 by a small group of California Dental Association members in response to skyrocketing malpractice premiums thatimpacteddentists’ ability to practice productively and patients’ ability to access care. Since that time,we’vegrown to protect 24,000+ policyholders across 15 states with a comprehensive suite of dentist-centric insurance products and risk management tools. With this singular focus and theunparallelledexpertiseof people who understand dentistry,we’veearned the trust of our community.

Collectively,we’re a mission-driven organizationthat’shere to empower our members and support their practices, dental teams, professionand patients. By making today easier and tomorrow better for dentists, our employees make a meaningful and direct impact on the health of others.

At CDA we seek out, welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success, and we value their individual talents while encouraging a collaborative, inclusive, respectfuland forward-thinking culture.We’reproud to be recognized as a Best Place to Work for factors like ourpeoplepractices,workenvironmentand trust in senior leaders.

CDA’s Finance department is a high-performing and service-oriented team of professionals who supportall ofCDA’s companies.We manage the financial health and integrity of $500 million in invested assets and $150 million in annual revenues.We value continuous improvement, a commitment to getting it right, and a growth mindset.Our team members have the opportunity to contribute to high-value projects and grow in their careers.

Company Benefits

• Remote and hybrid flexibilityand technology to support remote work


• Generous time off programstarting at22 daysof PTOand13paid holidays(includesa floating holiday and winter closure)


• Highly competitive medical, dental and vision plans, including FSA and HSA account options


• 401(k) plans, with a generous matchand safe harbor contributionsupon eligibility


• Paid parental leave


• Wellnessprograms, including incentives andanIn-Shape Family Fitness discount


• Opportunitiesfor professional development,trainingand leadershipskill-building


• Critical illness, accident, life,pet,shorttermand long-term disability insuranceoptions


• EmployeeAssistance Program(EAP)for supportnavigating day-to-day challenges

We Are CDA

Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next.

CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at [e-mail].

To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply